Form 13656 - Notice Of Election By Executive And Related Person To Participate In Announcement 2005-19 Settlement Initiative Page 4

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Information and Documentation Required to Process Election by
Section IV. —
continued
Executive and Related Person
10.
Provide a computation of any change in the tax liability of the Related Person as a result of this Election.
11.
Is the Executive or Related Person currently in tax litigation
12.
Provide copies of all federal tax returns filed by the Related
with the government?
Person and the Executive from the date the options or
restricted stock was transferred to the Related Person to the
Yes
(Provide a copy of the complaint
No
present.
or the Tax Court petition.)
13.
Provide a schedule listing the names, addresses, and SSNs
14.
Has the Executive filed a Qualified Amended Return
(as defined
of the following:
pertaining to the transaction?
by Treas. Reg. §1.6664-2(c)(3))
a.
All partners or members of the Related Person and
Yes
No
b.
The spouses of partners or other members of pass-
(Provide a copy.)
through entities who filed joint returns for any taxable
period affected by the terms of the settlement.
15.
Has the Executive filed a disclosure statement pertaining
16.
Has the Executive or the Related Person received a Form W-2
to the transaction pursuant to Announcement 2002-2?
or Form 1099 pertaining to the transaction?
Yes
No
Yes
No
(Provide a copy.)
(Provide a copy of all forms.)
Instructions
1.
Send your completed Form 13656 to:
Internal Revenue Service
ATTN: Announcement 2005-19
MC 4166 NWSAT
4050 Alpha Road
Farmers Branch, TX 75244
2.
If you are under examination or in Appeals, please
provide a copy of this Notice of Election to the
examining revenue agent or the Appeals Officer.
13656
Sheet 4 of 4
Department of the Treasury – Internal Revenue Service
Form
(3-2005)
Catalog No. 39565K

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